01
One record per customer, linked to every quote, job and invoice they touch
Trades Business Data Model
A structured data model connecting customers, quotes, jobs, materials, time, and invoices, so you can see true profitability per job.
Illustrative model only. This is not a delivered client engagement, a testimonial or evidence of a financial outcome.
The starting pointThe work needed
The work needed
a clearer structure.
Most trades businesses track jobs in spreadsheets or even paper, making it impossible to know which jobs actually make money.
A structured data model connecting customers, quotes, jobs, materials, time, and invoices, so you can see true profitability per job.
Make the connections useful.
02
Materials and hours logged against the job they belong to, not a separate list
03
Live margin on every job: labour, materials and overhead in one view
04
The invoice builds itself from the job record the day the work completes
What changedA more practical
A more practical
way to work.
A starting point for discussing the data and relationships a business might need. Final scope and fields depend on the organisation.
What this could mean for youA useful principle.
A useful principle.
Applied to your business.
Start with the records and the work around them. Then choose the interfaces, automation and reporting that make the next step easier for your team.
Talk about your own workflowA useful first conversationBring us the
Bring us the
messy bit.
Tell Adam what takes too long, what keeps going wrong, or what you wish your systems could do.
Let’s make sense of it adam@dicekey.co.ukSmall fixes welcome. Bigger ideas too.